← All themes Artificial Intelligence

Agentic AI

Agentic AI covers systems that take multi-step actions on a user’s behalf rather than answering one question at a time. Giving software the ability to act creates new demand for orchestration, tool access, and audit.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2851	KIG Kessler Investment Group Columbus, Indiana	$290K	+$94K	2	0.18%	Increased
2852	CWA Consilio Wealth Advisors Bellevue, Washington	$290K	+$19.6K	1	0.14%	Increased
2853	KIG Kowal Investment Group Brookfield, Wisconsin	$290K	+$2.27K	1	0.06%	Increased
2854	North Star Asset Management Neenah, Wisconsin	$289K	+$277K	1	0.01%	New
2855	SWM Scissortail Wealth Management Tulsa, Oklahoma	$289K	-$1.28M	1	0.08%	Reduced
2856	CG Clifford Group Wayland, Massachusetts	$288K	$0	1	0.24%	Maintained
2857	RAG RIA Advisory Group Des Moines, Iowa	$287K	+$266K	1	0.12%	New
2858	CGIM Cannon Global Investment Management Davie, Florida	$285K	+$264K	1	0.77%	New
2859	GAMC Garner Asset Management Corp Plano, Texas	$284K	-$21.6K	1	0.14%	Reduced
2860	CFA Capstone Financial Advisors Downers Grove, Illinois	$283K	+$23.5K	1	0.02%	Increased
2861	MMM Mendel Money Management Northbrook, Illinois	$283K	+$49.1K	1	0.13%	Increased
2862	ERWM Elk River Wealth Management Denver, Colorado	$283K	+$270K	1	0.06%	New
2863	AWA Adapt Wealth Advisors Atlanta, Georgia	$283K	+$271K	1	0.2%	New
2864	WJA Willis Johnson & Associates Houston, Texas	$282K	+$48.5K	1	0.02%	Increased
2865	TWP Tempus Wealth Planning Irvine, California	$282K	+$14.4K	1	0.12%	Increased
2866	HC Hamilton Capital Columbus, Ohio	$280K	-$1.44K	1	0.02%	Reduced
2867	MBI May Barnhard Investments Bethesda, Maryland	$279K	+$11.3K	1	0.14%	Increased
2868	NCTC New Covenant Trust Company Jeffersonville, Indiana	$279K	+$270K	2	0.28%	New
2869	FWM Forza Wealth Management Sarasota, Florida	$279K	$0	1	0.14%	Maintained
2870	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$278K	+$43.9K	1	0.05%	Increased
2871	MP McDonald Partners Cleveland, Ohio	$278K	-$10.1K	1	0.08%	Reduced
2872	MAM McLean Asset Management Tysons, Virginia	$277K	+$3.75K	1	0.09%	Increased
2873	CJ Caitlin John Brighton, Michigan	$277K	+$81.2K	4	0.21%	Increased
2874	QL Quarry LP New York	$277K	+$62.4K	4	0.05%	Increased
2875	WWP WR Wealth Planners Columbia, Missouri	$277K	+$266K	5	0.09%	New